At a Glance
- Tasks: Provide expert personal tax advice and manage a diverse portfolio of high-net-worth clients.
- Company: Join a leading independent firm in Cambridge known for its community-focused approach.
- Benefits: Enjoy 25 days annual leave, hybrid working, private medical care, and performance bonuses.
- Other info: Collaborative environment with strong support for professional growth and development.
- Why this job: Make a real impact in a prestigious role while developing your career in tax advisory.
- Qualifications: CTA qualification and experience in personal tax planning required.
The predicted salary is between 55000 - 70000 € per year.
Are you a CTA-qualified tax professional seeking a high-profile advisory role within one of the region’s most respected independent firms? Do you have the technical expertise to manage complex personal tax planning for a diverse portfolio of high-net-worth individuals and their families? This is a rare opportunity for a commercially-minded Manager to join a market-leading Private Client department. You will play a direct role in the strategic and operational objectives of the firm, bridging technical excellence with high-level business development in a collaborative and supportive environment.
About the Firm
This Large Regional Independent Firm is widely recognised as the largest independent practice in the Cambridge area. Offering the technical complexity and prestige typically associated with London-based firms, they maintain a personal, community-focused approach. With a significant partner-to-staff ratio, the firm fosters an environment where meritocracy is valued and professional growth is actively supported.
Responsibilities
- Assist in providing expert personal tax advice on complex technical issues and advanced planning for high-net-worth individuals.
- Manage a high-quality client portfolio, ensuring compliance, timely correspondence, and identifying tax planning opportunities.
- Support Partners and Directors in business development, marketing initiatives, and drafting proposals for new work.
- Act as a technical reference point for private client tax matters, reviewing work drafted by other team members.
- Mentor and develop the team, identifying training needs and fostering a positive working environment.
- Manage billing, WIP, and recoverability targets to ensure the commercial success of the department.
- Deliver high-quality written and verbal personal tax advice directly to a sophisticated client base.
- Take a lead role in the firm’s growth by identifying and converting business development opportunities.
- Maintain up-to-date technical knowledge, sharing insights with the wider firm to ensure technical excellence.
- Champion risk management and internal quality assurance standards across all advisory projects.
- Navigate complex CTA-level technical challenges involving advanced inheritance tax and trust planning.
What You’ll Receive
- 25 days annual leave.
- Ability to buy/sell up to 5 days annual leave.
- Hybrid working pattern (2 days per week in the office).
- Private medical care.
- Performance-related bonus scheme.
- Paid professional subscriptions.
Private Client Tax Advisory Manager in Cambridge) in Ely employer: Austin Rose Associates Limited
As a leading independent firm in Cambridge, we pride ourselves on offering a collaborative and supportive work culture that values meritocracy and professional growth. Our commitment to employee development is reflected in our significant partner-to-staff ratio, ensuring that you receive the mentorship and guidance needed to excel in your role as a Private Client Tax Advisory Manager. With competitive benefits such as a hybrid working pattern, private medical care, and a performance-related bonus scheme, we provide an environment where you can thrive while making a meaningful impact on high-net-worth clients.
Contact Detail:
Austin Rose Associates Limited Recruiting Team
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Advisory Manager in Cambridge) in Ely
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant groups on LinkedIn, and don’t be shy about reaching out to current employees at firms you’re interested in. Building relationships can open doors that a CV just can’t.
✨Show Off Your Expertise
When you get the chance to chat with potential employers, make sure to highlight your technical skills and experience in personal tax planning. Share specific examples of how you've tackled complex issues for high-net-worth clients. This will show them you’re the real deal!
✨Be Ready for the Interview
Prepare for interviews by researching the firm and understanding their approach to private client tax advisory. Think about how your skills align with their needs and be ready to discuss how you can contribute to their growth. Confidence is key!
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team and being part of our community-focused approach.
We think you need these skills to ace Private Client Tax Advisory Manager in Cambridge) in Ely
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the specific skills and experiences that align with the Private Client Tax Advisory Manager role. Highlight your CTA qualifications and any relevant experience managing high-net-worth clients to catch our eye!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role, showcasing your technical expertise and business development skills. Don’t forget to mention your passion for personal tax planning!
Showcase Your Technical Knowledge:In your application, demonstrate your understanding of complex personal tax issues and advanced planning strategies. We want to see how you can bridge technical excellence with practical solutions for our clients.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Austin Rose Associates Limited
✨Know Your Tax Stuff
Make sure you brush up on the latest tax regulations and personal tax planning strategies. Being CTA-qualified means you should be well-versed in complex issues, so prepare to discuss specific cases or scenarios where you've successfully navigated these challenges.
✨Showcase Your Business Development Skills
This role involves a lot of business development, so think about how you can demonstrate your experience in this area. Prepare examples of how you've identified opportunities and contributed to marketing initiatives in previous roles. It’s all about showing you can bridge technical expertise with commercial acumen.
✨Be Ready to Mentor
As a manager, you'll need to support and develop your team. Think about your mentoring style and be prepared to share examples of how you've helped others grow professionally. This will show that you’re not just a technical expert but also a supportive leader.
✨Understand the Firm's Culture
Research the firm’s community-focused approach and their commitment to meritocracy. Be ready to discuss how your values align with theirs and how you can contribute to maintaining a positive working environment. This will help you stand out as a candidate who fits well within their culture.
